Configure the Customer360 Details (C360) Page and Section Types

In addition to the standard C360 sections, you can also add Related Lists and Embedded Pages. With a Related List section, you can build a report in the Reports Builder, and then display it in a C360 section. Embedded pages/URLs allow you to add an embedded visualforce page or URL as a new section.

• In the relevant layout, drag the Section/Embed Page option from the left pane to the right, and click the configuration gear on the new section.
• Type: Select Related List for creating a section based on reports.
• Source This is the object the report is based upon
• Account ref fields: If you’ve chosen a SFDC object as the Source, you will be asked to choose the field with account lookup information in the account ref field dropdown. If you’ve selected an MDA Subject area, you don’t have to configure this.
• Select reports to be shown in this section: Once you select a source, the list of all reports configured using the object will be displayed.
• Select default report to be shown in this section: If you select more than one report to include in your new section, you can identify one of them as the default.

For more information on how to build reports for use in C360 related list sections, refer to the Reports and Dashboards Overview article.

With embedded pages, you can configure a section of the C360 to access a web page via a URL. You can use path parameters and query parameters to define variables for the embedded URL.

One use case where path parameters could help is for customers who use sites like Google Drive or Box.com to manage files. With path parameters, users can configure an embedded page section to access folders from these sites on the C360. For example, let’s say a company named Civilia is using Gainsight, and is also using Box.com to manage customer files with a folder for every customer. The path or URL to access their folder for a company called Summer Way is www.civilia.box.com/SummerWay. If we wanted to access this from the Embed Page section of Summer Way’s C360, we could pass the variable “SummerWay” as a path parameter. In that case, our configured URL would be https://www.civilia.com/${folderName}. Under conditions, we would define folderName = Company Name.

To embed a page in a C360 section:

1. Navigate to Administration > Company > C360 Layouts, and edit the relevant layout.
2. Drag and drop the Embed Page section from the LOCAL Available sections to the Selected sections.
3. Click the CONFIGURE icon on the new section.
4. Enter the following details:
   1. Change the name of the section If required.
   2. (Optional) Enter description to the section.
5. Enter an appropriate URL in the URL text box. Both query parameters and path parameters are supported to define variables for embedded URLs.
   Note: In order for the Embed Page configuration to recognize a section of the URL as a path parameter, the variable must be formatted as ${x} where x is the path parameter. If this formatting is not applied, the path parameter will not be recognized and will not be applied. This formatting is used to denote a parameter regardless of where it is in the URL. Admins can use the format ${x} to denote query parameters as well where x could be the query parameter. 

6. Height: Enter the number of pixels in Height. For example, 600.
   • Note: The minimum height for these sections is 100 pixels.
7. URL Preview: Check this field to see an example of the URL the embedded page section will access based on your current parameter configurations. If you change these configurations, click the Update button next to the URL Preview to see your changes reflected in the field.
8. Bundled Parameter: Click Bundled Parameter to add bundle parameters under a namespace. For example, {group : {param1 : value, param2 : value}} .
9. Parameter: Click Parameter to pass parameters to the embedded page. The parameters are passed as  URL query string parameters. For example, param1=value&param2=value.
10. Type appropriate key and value in the text boxes that appear. Optionally, you can fetch values dynamically using the select field dropdown list.
11. Click SAVE.

The embedded page now appears in the C360 embed section.

Note: You must add the Gainsight widget to Account and Opportunity pages to see the embedded page or URL, if Account Widget and Opportunity Widget checkboxes are selected. For more information on a specific example of how embedded pages work, refer to the How to Add Chatter to C360 article.

For more information on how to add an Embedded Section to R360, refer to the Add Embedded Page to Relationship 360 article.